JONATHAN ABERKALNS
Parker,CO
Summary
High energy, creative professional with a proven track record of 21 years in the Financial and Customer Service industry. Results oriented leader that can multitask, facilitate, analyze data and processes without sacrificing quality or customer service. Dynamic professional committed to contributing to an organizations bottom line. Excellent communications and interpersonal skills. Proficient in using Microsoft Office software.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Sr. 401(k) Specialist
ADP
09.2023 - Current
- Vast knowledge of the MEP 401(k) and internal procedures and processes
- Developed and maintained strong relationships with Alex to maximize satisfaction by supporting 370 Alex with 401(k) related inquiries
- Mentor and coach other team members
- Assist in new hire trainings
- Point of contact for Key Accounts
- Subject matter expert for Vega questions and created SOP on how to create Vega amendments
- Helped to create and maintain Knowledge Articles and presented the information in team huddles on how to utilize the articles with Alex and internal partners
401(K) Plan Specialist
ADP
08.2018 - 09.2023
- Assist Alex with inquires about the 401(k) in regards to compliance, plan design and amendments
- Complete annual compliance testing which includes Match Verifies and Data Checks, reviewing test results and communicating the results to Alex and helping Alex with year end funding
- Built internal relationships with HR Business Partners, Plan Support, New Business and Payroll Business Partners
Specialized Service Associate
OPPENHEIMERFUNDS
06.2015 - 12.2017
- Focus on superior customer service with first call resolution for both Financial Advisors and Shareholders
- Worked with sales department on their inbound sales line to assist Financial Advisors with fund knowledge and hypothetical illustrations
- Assisted with new hire training and floor support
- Assisted in the creation of "Introduction To Mutual Funds" & "Mutual Funds 2.0" training class for new hires
- Work closely with other business units to ensure our clients are receiving the best service possible
Operations Supervisor
OPPENHEIMERFUNDS
01.2008 - 06.2015
- Integral part of the research and development of the Estate Team and case management system
- Lead on creation of the Client Relations Communications Team
- Consistent coaching of Estate Team members to produce high quality customer service
- Recommend and implement department policies and procedures
- Evaluate and prepare reports for recommendations on changes to procedures, operating systems, budget and other operational guidelines
- Review audit reports of internal and external auditors to insure accuracy of regulations and guidelines
- Work with other business units on industry regulations to help stream line our process
Assistant Supervisor
OPPENHEIMERFUNDS
06.2006 - 01.2008
- Assisted Supervisor with team management
- Assisted in training Client Relations on 408 accounts
- Coaching and development of team
- Multi-tasking between leadership responsibilities and insuring daily service levels are maintained
Service Associate
OPPENHEIMERFUNDS
11.2004 - 06.2006
- Provided world class customer service on inbound calls from Financial Advisors and Shareholders
- Gained fundament knowledge of industry
Skills
- Complex Problem Solving
- Project Management
- Operational Analysis
- Customer Service
- Reporting
- Critical Thinking
Certification
- Series 6 - Investment Company Products/Variable Contracts Representative Examination - 2005 thru 2019
- Series 63 - Uniform Securities Agent State Law Examination - 2015 thru 2019
Timeline
Sr. 401(k) Specialist
ADP
09.2023 - Current
401(K) Plan Specialist
ADP
08.2018 - 09.2023
Specialized Service Associate
OPPENHEIMERFUNDS
06.2015 - 12.2017
Operations Supervisor
OPPENHEIMERFUNDS
01.2008 - 06.2015
Assistant Supervisor
OPPENHEIMERFUNDS
06.2006 - 01.2008
Service Associate
OPPENHEIMERFUNDS
11.2004 - 06.2006
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